Using the Patient Portal for Healthcare and Life Sciences Service Management

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Using the Patient Portal for Healthcare and Life Sciences Service Management

    The Patient Portal is a self-service platform within the Healthcare and Life Sciences Service Management application that allows patients to access and manage their healthcare information anytime and anywhere. Designed for users with thesnhcls.patientrole, the portal facilitates engagement with healthcare services by enabling users to register, accept privacy policies, and enter key personal information.

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    Key Features

    • Appointment Management: Patients can view reminders for upcoming appointments and access detailed appointment information directly from the portal.
    • To-Do Management: Users can review, complete, and sign documents or tasks such as updating insurance information. Both pending and closed to-do items are accessible.
    • Healthcare Requests: The portal displays open healthcare requests and cases related to the patient and authorized household members, allowing users to check status, upload documents, and add comments.
    • Vaccination Scheduling: Patients can view suggested vaccinations and schedule appointments for them through an integrated scheduling form. This feature is available when the Vaccine Administration Management application is installed.
    • COVID-19 Vaccination Status: Users can view their COVID-19 vaccination status if the Vaccine Administration Management application is enabled.
    • Household Member Management: The portal provides visibility into household members’ healthcare data, including appointments, to-dos, vaccinations, and requests.
    • Service Requests: Patients can submit requests for healthcare services such as enrollment and procedures, contingent on the installation of Patient Support Services and Pre-Visit Management applications.
    • Self-Service Resources: Virtual Agent support helps patients resolve queries, track request statuses, and access relevant knowledge articles and FAQs.

    Using the Portal

    Patients begin by registering on the Patient Portal, accepting their healthcare organization’s privacy policy, and entering essential personal information to facilitate service delivery. The portal’s home page offers menus for appointments, to-dos, healthcare requests, and service requests, enhancing self-service capabilities and patient engagement.

    You can use the Patient Portal available with the Healthcare and Life Sciences Service Management application to access your healthcare information from anywhere.

    As a user with the sn_hcls.patient role, you can access the Patient Portal page by registering yourself on the Patient Portal. To begin with the Patient Portal, you might need to first accept the privacy policy of your healthcare organization and then enter the key personal information.

    From the Patient Portal, you can request healthcare services, complete your to-do tasks, and receive notifications to provide the required approval or information. You can also check the healthcare information about your household members.

    Figure 1. Patient Portal page
    Landing page for Patient Portal showing patient information. For the image description, refer to the text that follows.

    Depending on the configurations set by your administrator, as a patient, you can perform the following tasks from the Patient Portal:

    View the reminder for the next appointment
    View the reminder for your next upcoming appointment on the Patient Portal page. You can view the appointment details by clicking View details next to the reminder on the Patient Portal page.
    View and complete to-dos
    Review and sign documents and other tasks including review and add or update insurance information from your to-dos list. You can view all the pending and closed to-do items by clicking View all in the Pending to-dos section of the Patient Portal page.
    View requests
    View open requests including healthcare cases associated with you and your authorized household members. You can click a request to view the status and other details, attach documents, and post comments. You can view all the pending and closed requests by clicking View all in the Open requests section of the Patient Portal page.
    View suggested vaccinations and schedule them
    View suggested vaccinations that you can schedule for yourself. Depending on the Patient Portal settings configured by your portal administrator, you can schedule the vaccinations suggested for you from the Vaccinations section of the Patient Portal home page by clicking Schedule vaccination. On the Schedule your vaccination form select the vaccination, site, and slot details.
    Note:
    The Vaccinations section appears only when your administrator has installed the Vaccine Administration Management application. For more information, see Using Vaccine Administration Management.
    View the COVID-19 vaccination status
    View the COVID-19 vaccination status for yourself when the Vaccine Administration Management (VAM) is installed.
    Note:
    The COVID-19 vaccination status section appears only when your administrator has installed the Vaccine Administration Management application. For more information, see Using Vaccine Administration Management.
    View household members
    View your household members and their details including their upcoming appointments, to-do items, number of pending vaccinations, and open requests.
    View appointments
    View your upcoming and past appointments and their details.
    Request healthcare services
    Submit requests for healthcare services including enrollment and procedure requests when the Patient Support Services and Pre-Visit Management applications are installed.
    Access self-service resources
    Interact with Virtual Agent to resolve your healthcare queries, check the status of your requests, or seek any other information.
    Access articles and frequently asked questions
    Access knowledge articles and frequently asked questions relevant to your health.

    The Patient Portal home page also provides menu options for viewing and scheduling your appointments, viewing your open and closed to-do items and healthcare requests, and requesting healthcare services.